DLF’s Q1 Miss Tests Market Confidence; Analyst Sees Buy-on-Dips Opportunity

DLF’s first-quarter earnings came in below expectations, but Globe Capital’s Gaurav Sharma said the weakness may be one-off. He remains positive on DLF and Oberoi Realty for the medium to long term, advising investors to accumulate DLF on declines while the stock holds above ₹600.

— Filed Tue, 4 Aug, 2026, 15:41 IST · Source Business Today · Latest · Updated

DLF reported Q1 earnings below market expectations. Globe Capital’s Gaurav Sharma views the weakness as potentially one-off, remains positive on DLF alongside Oberoi Realty, and recommends accumulating the stock on declines while it holds ₹600.

Why this matters

DLF’s earnings miss follows recent signals that it plans to add three retail destinations and 1.5 million sq ft of retail space across Delhi, Gurugram and Goa in FY27, making investor confidence in execution more material.

Retail-company signals are accelerating, up 202,200% QoQ.